Financial Advisor - Wealth Management

Financial Advisor – Wealth Management    

About LoVasco

LoVasco is on a mission to inspire, engage, and empower one million people to build healthier and wealthier lives.  
Our core focus is to help organizations deliver world-class benefits and compensation to the employees they care about and to steward individuals' financial well-being in and out of the workplace. 

LoVasco Consulting Group serves two key audiences. The first is HR and C-Suite professionals of middle market organizations looking to build a world-class total rewards strategy, aligning health and retirement benefits, compensation strategy, and overall employee wellbeing. The second is individual executives and owners of closely held businesses seeking to address their estate planning, wealth transfer, and business continuity challenges through life insurance planning. 

The Opportunity 

With over $2 billion in-force life insurance policies, LoVasco has a long history of solving individual estate and business continuity planning issues by implementing sophisticated life insurance strategies. The shocking reality is that many of these individuals don't have the same level of help quarterbacking their entire financial picture. We aim to solve that for them by adding a full suite of private wealth management services to LoVasco's offering, providing the same concierge-level service for all their financial and estate planning needs.

The Job

The Financial Advisor – Wealth Management will serve as a trusted partner to high-net-worth individuals, helping them navigate their financial future with confidence. You’ll build deep, long-term relationships with clients, crafting customized financial plans that encompass investment management, estate planning, retirement strategies, and wealth preservation. Beyond advising, you’ll play a key role in expanding our client base—networking, uncovering new opportunities, and driving the growth of assets under management (AUM). This is an exciting opportunity for an entrepreneurial, relationship-driven professional who thrives on making meaningful connections and delivering concierge-level financial guidance. 

Job Responsibilities

Build and Strengthen Client Relationships:

•    Become a trusted financial guide, helping clients navigate their financial futures with confidence.
•    Engage with high-net-worth individuals, understanding their goals, concerns, and aspirations.
•    Provide ongoing insights, updates, and strategic advice to ensure clients stay on track toward financial success.
•    Deliver exceptional, concierge-level service—anticipating client needs and exceeding expectations.

Develop Tailored Financial Strategies:

•    Craft customized financial plans that align with clients’ wealth-building, retirement, and legacy goals.
•    Analyze financial data, uncover opportunities, and recommend strategic investment solutions.
•    Guide clients through complex wealth management decisions with clarity and confidence.

Be a Leader in Investment Management:

•    Oversee client portfolios with precision—balancing risk, return, and long-term growth.
•    Research and evaluate new investment opportunities, ensuring the best strategies for each client.
•    Leverage technology and data-driven insights to enhance investment decision-making.
•    Communicate market trends in a way that’s engaging, digestible, and actionable for clients.

Expand Your Network & Drive Growth:

•    Take charge of business development—networking, building relationships, and expanding your client base.
•    Cultivate connections with professionals, entrepreneurs, and community leaders.
•    Leverage social media, digital tools, and innovative marketing to attract and engage new clients.

Maintain Integrity & Excellence:
•    Uphold the highest standards of ethics, transparency, and client advocacy.
•    Ensure compliance with all financial regulations while delivering seamless, high-touch service.
•    Embrace a culture of continuous learning and professional growth.

About You

People who thrive in this position:
•    Possess an entrepreneurial spirit – driven to grow professionally and personally
•    A connector of people – enjoys engaging with people, cultivating positive relationships
•    Naturally curious – interested in new ideas, absorbing information, curious about many topics 
•    Loves organization and project management – finds satisfaction in creating structure out of ambiguity
•    Values effective communication - believes that words matter and takes pride in written and verbal communication skills
•    Process-oriented and have knowledge of and/or the willingness to learn the Entrepreneurial Operating System (EOS) and David Allen's Getting Things Done (GTD) principles to manage long-term goals and daily projects/tasks
•    Thrives in an accountable environment – Takes extreme ownership over results.

Education, Training, and Experience
•    Bachelor's Degree in Finance, Economics, or other related field 
•    5 years of job experience required, directly serving high-net-worth individual's financial and estate planning needs
•    Hold Certified Financial Planner CFP® designation or progress towards completion
•    Required to hold or obtain licenses including Series 7 and Series 66, State of Michigan Life Insurance license
•    Previous experience with complex financial planning engagements, and a significant record of accomplishments
•    Expertise in financial planning software platforms, especially Right Capital

 Benefits
•    Medical Insurance, including Health Savings Account options
•    Dental Insurance
•    Vision Insurance
•    401(k) plan and company match
•    Employer-paid life insurance
•    Employer-paid short-term and long-term disability insurance
•    Flexible spending account
•    Generous paid time off
•    Paid parental leave
•    Summer Friday hours
•    Professional development assistance
•    Volunteer days with local charity
•    Team building events and outings
•    Sabbatical opportunity

Salary : $110,000